GEASPHERE ADVISORS
GEA SPHERE, LLC Legal Name
Adviser information for GEASPHERE ADVISORS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 516 | $162.6M |
| Non-Discretionary | 6 | $5.5M |
| Total | 522 | $168.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 138 | $40.6M |
| HNW Individuals | 30 | $61.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $61.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $5.5M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 11 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsCOMPENSATION FROM THE SALE OF INSURANCE ASSETS |
|---|---|
| Compensation | % of AUMCOMPENSATION FROM THE SALE OF INSURANCE ASSETS |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-122502 |
|---|---|
| SEC ERA File Number | 801-122502 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152001 |
| Legal Entity Identifier | None |
Principal Office
55 MYSTERY FARM DRIVECRANSTON
RI
United States
Monday - Friday, 9:00 AM TO 4:00 PM
Tel: 401-351-4900, Fax: None
Chief Compliance Officer
EDUARD HAMAMJIAN
CCO/PRINCIPAL
55 MYSTERY FARM DRIVE
CRANSTON
RI
United States
Tel:
401-351-4900
E*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAMAMJIAN, PERCHUHY | Individual | – | CHIEF FINANCIAL OFFICER | 10/2009 | 25-50% |
| HAMAMJIAN, EDUARD | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | 10/2009 | 50-75% |
| HAMAMJIAN, GEORGE | Individual | – | LIFE INSURANCE SPECIALIST/RESEARCH ANALYST | 12/2018 | 5-10% |